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Bank of New York Mellon
BK

Overview Fund Activity

933 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 377 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-31
Holders Change %
-3.22%
% of All Funds
23.26%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
302
Reduced
377
Closed
97
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.6B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$536M
3
NEAM
New England Asset Management
Connecticut
+$174M
4
Capital International Investors
Capital International Investors
California
+$114M
5
American Century Companies
American Century Companies
Missouri
+$103M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$254M
2
Dodge & Cox
Dodge & Cox
California
-$219M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
4
Renaissance Technologies
Renaissance Technologies
New York
-$175M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
826
Advisory Services Network
Georgia
$111K +$111K +2,349 New
RBC
827
Roble Belko & Company
Pennsylvania
$109K -$10.2K -215 -9%
TCM
828
TD Capital Management
Tennessee
$109K – – –
WAM
829
Wealthspire Advisors (Maryland)
Maryland
$104K +$4.36K +92 +4%
ACS
830
Archford Capital Strategies
Illinois
$98K +$98K +2,073 New
SIC
831
Salem Investment Counselors
North Carolina
$96K -$5.57K -120 -5%
GWS
832
Glassman Wealth Services
Virginia
$95K +$53.8K +1,141 +130%
SM
833
Salzhauer Michael
$94K – – –
KPCM
834
Kings Point Capital Management
New York
$94K – – –
AIM
835
Acrospire Investment Management
Illinois
$94K +$94K +2,000 New
ATC
836
Adirondack Trust Company
New York
$91K – – –
PG
837
Patten Group
Tennessee
$91K – – –
WA
838
WFG Advisors
Texas
$88K -$1.64K -35 -2%
AIM
839
Arcadia Investment Management
Michigan
$87K – – –
HDIM
840
Hanson & Doremus Investment Management
Vermont
$84K – – –
NEI
841
Northwest & Ethical Investments
Ontario, Canada
$81.4K -$33.1K -700 -29%
CYG
842
Clean Yield Group
Vermont
$76K +$76K +1,603 New
FIB
843
First Interstate Bank
Montana
$71K – – –
PFBT
844
Parkside Financial Bank & Trust
Missouri
$71K +$849 +18 +1%
AA
845
Apriem Advisors
California
$68K -$48K -1,018 -41%
TRCT
846
Tower Research Capital (TRC)
New York
$66K -$1.47M -31,212 -96%
FCA
847
Florence Capital Advisors
New York
$66K – – –
WPA
848
West Paces Advisors
Georgia
$62.6K +$4.02K +85 +7%
EWM
849
Edge Wealth Management
New York
$60K – – –
BKA
850
Brick & Kyle Associates
Pennsylvania
$60K – – –
32 33
34
35 36